13F

What institutions are buying — 83M holdings distilled into one signal

Built on public SEC 13F filings — the breadth-change signal beat the universe in 22 of 31 quarters (71%).

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Track Record

Top-decile breadth portfolio beat the universe in 22/31 quarters (71%)

7,474 stocks · 34 quarters · as of 2026Q1

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Lit List Top 10

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# Ticker Name Holders Δ holders Δ whales Value Score State
1 AMCR Amcor plc 647 +597 +220 $13.4B 1.000 Lit
2 LITE LUMENTUM HOLDINGS INC 1,075 +325 +53 $52.1B 0.999 Lit
3 SNDK SANDISK CORP 1,167 +436 +42 $70.8B 0.999 Lit
4 WAT WATERS CORP 1,167 +361 +27 $28.4B 0.997 Lit
5 COHR COHERENT CORP 1,089 +197 +37 $41.3B 0.996 Lit
6 AAOI APPLIED OPTOELECTRONICS INC 373 +155 +50 $4.4B 0.995 Lit
7 SNDA SONIDA SENIOR LIVING INC 228 +158 +45 $0.8B 0.995 Lit
8 CIEN CIENA CORP 1,076 +221 +26 $48.0B 0.995 Lit
9 TTE TotalEnergies SE 991 +184 +28 $86.5B 0.994 Lit
10 ASTS AST SPACEMOBILE INC 679 +140 +51 $18.2B 0.994 Lit

Danger Top 10

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Ticker Name Holders Δ holders Prev→Curr pctl 1Q momentum
ADBE ADOBE INC 2,157 -341 14% 100% -1.8%
CRM SALESFORCE INC 2,645 -269 2% 100% -2.4%
IBM INTL BUSINESS MACHINES CORP 3,459 -222 1% 100% -13.1%
ABT ABBOTT LABORATORIES 3,079 -198 3% 100% -21.2%
DIS WALT DISNEY CO/THE 2,983 -189 4% 100% -1.5%
SHOP SHOPIFY INC - CLASS A 1,710 -161 2% 100% -9.8%
TSLA TESLA INC 4,138 -158 0% 100% -0.2%
BX BLACKSTONE INC 2,095 -154 5% 100% -10.1%
AXP AMERICAN EXPRESS CO 2,881 -147 1% 100% -9.1%
DHR DANAHER CORP 2,164 -142 2% 100% -20.4%

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2026Q2 holdings publish around Aug 15 — subscribe to receive the lists first.